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home
about us
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Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Normally Buy
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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EVENTS
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Event Schedule
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Event Schedule
Total Asset Fund (TAF sm) Presentation
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Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
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U.S. mortgage rates rise for third-straight week
October 31, 2021
Tags
Dayton Realtors
Housing Market
Federal Home Loan Mortgage Corp/ / Freddie Mac
From
Business Journals
Top of the Market: Nashville’s most expensive homes sold Oct. 17-23
October 29, 2021
Tags
Residential Real Estate
Banking & Financial Services
Housing Market
From
Business Journals
L.A. firm buys apartments near Boca Raton for $43M after condo termination
October 29, 2021
Tags
Commercial Real Estate
Housing Market
Greystone Servicing Corporation, Inc/
From
Business Journals
Tacoma city council committee advances plan to add more housing density
October 28, 2021
Tags
Government & Regulations
Residential Real Estate
Commercial Real Estate
From
Business Journals
Hillwood Communities expanding in Houston area, building second master-planned community
October 28, 2021
Tags
City of Manvel
Housing Market
Residential Real Estate
From
Business Journals
Why Icon's plan to 3D-print homes at scale in the Austin area is pivotal
October 28, 2021
Tickers
INNO
Tags
Lennar Corporation
Eric Feder
Housing Market
From
Business Journals
Single-family development with nearly 300 homes planned for Dayton community
October 28, 2021
Tags
Ryan Reed
Residential Real Estate
Housing Market
From
Business Journals
These areas among most the affordable places to live in Florida, says SmartAsset
October 28, 2021
Tags
SmartAsset
Residential Real Estate
Housing Market
From
Business Journals
Realtor diaries: Multimillion-dollar Orlando homes gobbled up at historic speeds
October 27, 2021
Tags
Housing Market
Armel Real Estate Inc/
The Institute For Luxury Home Marketing LP
From
Business Journals
New Kaufman County development will have more than 1,000 homes
October 27, 2021
Tags
Residential Real Estate
Homebuilders
Housing Market
From
Business Journals
Central Florida among top places in the state with fastest-rising home values
October 27, 2021
Tags
Residential Real Estate
SmartAsset
Housing Market
From
Business Journals
Unique Pittsboro home in $1M+ community attracts national attention
October 27, 2021
Tags
Construction
Paragon Building Group, Inc/
Homebuilders
From
Business Journals
Louisville officials outline $293M in federal Covid relief spending
October 26, 2021
Tags
Housing Market
Government & Regulations
From
Business Journals
Ranch along Medina River near San Antonio hits market at unlisted price
October 26, 2021
Tags
Housing Market
Residential Real Estate Agencies
Residential Real Estate
From
Business Journals
How Shaq’s Florida mansion finally sold after Fox News appearance and a failed deal
October 26, 2021
Tags
Housing Market
The Institute For Luxury Home Marketing LP
Stockworth Realty Group, LLC
From
Business Journals
Rent burdens show racial disparities in Dallas-Fort Worth since COVID hit
October 26, 2021
Tags
Housing Market
Coronavirus
DFW Relocation Center 2020
From
Business Journals
Texas ranch listed at $15.5 million has direct airport access (Photos)
October 26, 2021
Tags
Residential Real Estate
Housing Market
From
Business Journals
Estrella master-planned community sold to heavy-hitting joint venture
October 25, 2021
Tags
Housing Market
Toll Brothers Inc/
Howard Hughes Corp/
From
Business Journals
U.S. mortgage rates climb again
October 24, 2021
Tags
Dayton Realtors
Federal Home Loan Mortgage Corp/ / Freddie Mac
Sam Khater
From
Business Journals
Patti Payne's Cool Pads: Tech veteran puts landmark Queen Anne mansion on the market
October 22, 2021
Tags
Residential Real Estate
Bill Bryant
Windermere
From
Business Journals
Birmingham Housing Authority to undergo major reorganization
October 22, 2021
Tags
Meagan Holland
Housing Market
David Northern
From
Business Journals
Breaking: Shaq finally sells sprawling Windermere mansion
October 22, 2021
Tags
Orlando Regional Realtor Association
Rob Rahter
Stockworth Realty Group, LLC
From
Business Journals
Milwaukee approves $179.7 million American Rescue Plan spending
October 22, 2021
Tags
Coronavirus
Housing Market
Cavalier Johnson
From
Business Journals
$300 million Kurve on Wilshire apartment tower opens
October 21, 2021
Tags
Housing Market
Commercial Real Estate
From
Business Journals
Top of the Market: Nashville’s most expensive homes sold Oct. 10-16
October 21, 2021
Tags
Housing Market
Banking & Financial Services
Residential Real Estate
From
Business Journals
Realtor diaries: Sight-unseen purchases take off in Orlando housing market
October 21, 2021
Tags
Central Florida Foundation Inc/
Residential Real Estate
Housing Market
From
Business Journals
Plans to replace shuttered Food 4 Less with apartments, retail move forward
October 20, 2021
Tags
Commercial Real Estate
Tca Architects
Eric Birnbaum
From
Business Journals
Hotel, apartments, retail development planned for L.A.’s Miracle Mile
October 20, 2021
Tags
Housing Market
Commercial Real Estate
Hotels & Lodging
From
Business Journals
Osceola County’s priciest home listing features Star Wars rooms, bowling alleys
October 20, 2021
Tags
Housing Market
The Institute For Luxury Home Marketing LP
National Association of Realtors
From
Business Journals
Homebuilder K. Hovnanian to expand Apopka footprint next year
October 19, 2021
Tags
Michael Serviansky
Residential Real Estate
Hovnanian Enterprises Inc/
From
Business Journals
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